Financial Services - Senior Service Network of Boston South

Financial Services
Ron Baker Jim Yasinski Conway Financial Services 137 Washington St. Norwell, MA 02061 Phone: 781-681-9400 Fax: 781-982-0295 E-mail:rbaker@conway-financial.com www.conwayfinancial.com
Reverse Mortgage Conway Financial Services (CFS), the mortgage division of Jack Conway real estate company, has been assisting South Shore customers since 1994. Our Reverse Mortgage specialists offer personal consulations as well as free informational seminars throughout the area. Finance with confidence-Call Conway Financial Services.

Bob Blaisdell Boston South Financial Solutions, Inc. 160 Old Derby Street Suite 263 Hingham, MA 02043 781-749-1104 Fax: 781-749-1145 robert.blaisdell@natplan.com www.bostonsouthfinancial.com
We advise and assist in Risk Management: Life, Accident, Health Insurance, also long term care and income replacement. We also assist in business succession, portfolio management, investment and annuities. We develop unique and creative strategies for estate planning.

Cindy Bovaird Gina Broderick South Shore Savings Bank 1530 Main Street S Weymouth MA 02190 Phone: 781-337-3000 Fax: 781-335-4619 GBroderick@SSSB.com www.sssb.com
South Shore Savings Bank is a mutual savings bank. We assist seniors with finances and reverse mortgages.

Bob Bowen Poli Mortgage Group 1400 Boston Providence Turnpike Norwood, MA 02062 617-823-2604 Fax: 781-634-0521 Robert.Bowen@Polimortgage.com Poli Mortgage, the second largest privately held mortgage company in New England, is both a lender and a mortgage broker. Borrowers receive an analysis of the current loan and suggested loan programs with the objective being attainment of financial objectives through the mortgage which best suites them.

John Bridges Genworth Financial 15 New England Executive Park 2nd Floor Burlington, MA 01803 508-292-1914 Fax: 508-457-9234 johnbridges@adelphia.net John Bridges is a long term care specialist who provides a resource of information about options for both healthy and health impaired individuals or business owners who want to protect against the risk of long term care.

Denise Bruce American Home Mortgage 45 Braintree Hill Office Park Braintree, MA 02184 Phone: 781-248-5642 Fax: 866-666-9583 E-mail: denise.bruce@americanhm.com www.Americahm.com/Denise.Bruce Providing over 2000 mortgage products and outstanding personal customer service in mortgage financial planning.

Martin D. Cohen Mass Insurance & Financial Service Center Inc. PO Box 388 Taunton MA 02780 Phone: 508-822-1199 Fax: 508 -822-1199 MDCCSA@AOL.COM Our Agency specializes in regular insurance, life, health, dental, disability, annuities for retirement.

Charles DiPirro Boston South Financial Services 160 Old Derby Street Hingham, MA, 02043 Phone: 781-749-1104 Fax: 781-749-1145 Email: cedipirro@verizon.net www.bostonsouthfinancial.com
We advise and assist in Risk Management: Life, Accident, Health Insurance, also long term care and income replacement. We also assist in business succession, portfolio management, investment and annuities. We develop unique and creative strategies for estate planning.

Christine M. Fitzsimmons Bankers Life and Casualty Company PO Box 1950 Mashpee Commons Mashpee, MA 02649 508-685-9893 Fax: 508-472-2800 christine.fitzsimmons@bankerslife.com Retirement planning and asset protection incorporating insurance products for life, long term care, home health care, and tax-favored annuities. Free consultations are available.

Susan Grunwald Reverse Mortgage Equity Loan Officer Bank of America 181 Court Street Plymouth, MA 02360 781-812-8845 (cell) 781-934-5254 (tel) susan.k.grunwald@bankofamerica.com Retire in the comfort of your home. The Senior Equity Reverse Mortgage from Bank of America is an exciting way for homeowners, age 62 and older, to enjoy financial security and stability while staying in their home for as long as they’d like.

Sheila Hannon Mount Vernon Mortgage Corporation 408 Washington Street Weymouth, MA 02188 Phone: 781-337-2432 or Toll Free: 1-800-869-5882 Fax: 781-337-2885 Email: SHannon@MtVernonMortgage.com
Reverse Mortgage Specialist and Senior Loan Officer- Full service Mortgage Broker offering Reverse Mortgages and customized loan programs for residential and commercial clients.

Donna Jacobson Genworth Financial 2 Martindale Road Randolph, Ma 02368 Phone: 781-963-0329 Email: donna.jacobson@comcast.net www.genworth.com
Providing Long Term Care Insurance to help folks protect themselves and their families from the consequences of Long Term Care.

Meredith Johnson Director of Planned Giving The Salvation Army - Massachusetts Division 147 Berkeley Street Boston, MA 02116 Toll Free: 1-866-338-2769 (ARMY) http://www.tsalegacy.org
Surprised to find The Salvation Army in this category? Financially savvy philanthropy can create additional income for you and loved ones, save significant taxes (estate, capital gains, income) and provide a generous charitable deduction, all in the context of bringing hope to others through your support of The Salvation Army.

Veva D. Johnson Professional Bookkeeping Services, Inc. 531 Pleasant Street S. Weymouth, MA 02189 Phone: 781-335-4055 Fax: 781-335-1569 E-mail: veva@comcast.net
Assist seniors and their caregivers with bill paying, insurance claims, bank reconciliations, record keeping and gathering all tax information for tax return preparation. Assist with other legal filings of guardianship, medicare/long-term care applications and estate tax returns as we work with your accountant and attorney.

Jacqueline McCarthy Direct Finance Corp 2048 Washington Street Hanover, MA 02339 Phone: 781-982-1900 Fax: 781-982-9290 jmccarthy@dfcweb.net Full service mortgage broker offering customized loan programs to residential, commercial, and reverse mortgage clients.

Craig Phillips Reverse Mortgage Specialist 64 Bradford Commons Lane Braintree, MA 02184 671-290-5566 craigphillips@beld.net
Assist seniors with home financing solutions concentrating specifically with the Federally Insured Home Equity Conversion Mortgage. This program enables individuals aged 62 or older to convert some of their home’s equity into tax-free cash. Unlike traditional equity loans, no repayment is required until the home is no longer the principal residence.

Debbie Whitman Ace Bookkeeping Solutions 349 North Ave. #2 Rockland, MA 02370 Phone: 781-799-4671 acebookkeepingsolutions@yahoo.com Service for individuals: We'll write your checks, prepare your stubs and envelopes, all you do is sign the check and mail. Monthly we can reconcile your bank accounts. Businesses: Process receivables, customer payments and payables, print invoices, write checks, reconcile bank accounts. Services can be customized to your specific needs.